BOSWELL INSURANCE AGENCY, AGENTS & BROKERS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
16
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score
87
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
54
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSWELL INSURANCE AGENCY AGENTS & BROKERS INC.
Plan sponsor
Name
BOSWELL INSURANCE AGENCY AGENTS & BROKERS INC
EIN
33-0503344
Address
26461 CROWN VALLEY PARKWAY · SUITE 200 · MISSION VIEJO, CA · 92691
Phone
(949) 855-0430
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
